Grounded in experience, driven by innovation, focused on you...
Founded in 1991, Thompson Wealth Management (TWM) is an SEC registered investment adviser (RIA). We serve as trusted advisor to a select number of primarily high net worth clients who look to us for comprehensive advice, planning, and investment management.
TWM's home base in Concord, Massachusetts exemplifies the firm's history as an independent investment fiduciary and a founding member of the fee-only advice revolution. As tireless advocates for clients, our firm's practice is set up so that we can think and act in clients' best interests, providing longsighted, careful, and yet always forward thinking stewardship of clients' financial matters.
The articulation of our values and best practices, shaped by experience and conviction, serves both as compass and map for our team and clients.
New clients by referral only.